In this episode of the Serving Seniors Podcast, host Matt Helton sits down with Gregg Lunceford, Ph.D, CFP®, Managing Director and Wealth Advisor at Mesirow Wealth Management, to uncover the keys to building lasting financial security in retirement. With over three decades of experience in the financial services industry, Gregg works with individuals, families, organizations, athletes, and business owners to create comprehensive strategies that not only grow wealth but protect and distribute it wisely.
Gregg shares insights from his extensive career, his leadership role as Chair of the Mesirow Inclusion Council, and his research on retirement conducted during his doctoral studies at Case Western Reserve University. From investment planning and wealth distribution to creating peace of mind in uncertain markets, Gregg’s approach focuses on helping retirees thrive—not just survive.
Connect with our Guest at: https://www.mesirow.com/bio/gregg-lunceford
Company Name: One Trust Home Loans
Host: Matt Helton
Podcast Name: Serving Seniors Podcast
Podcast Description: Welcome to the Serving Seniors Podcast, a beacon of guidance for those entering or navigating their golden years. Hosted by Matt Helton, this weekly show delves deep into the unique challenges and opportunities that retirement presents. Each week, Matt meets with seasoned professionals from various fields to answer the myriad of questions that come with living as an independent senior. From financial planning and healthcare to leisure activities and estate planning, no topic is off the table. Whether you're on the cusp of retirement, just beginning this new chapter, or have been relishing it for some time, the Serving Seniors Podcast ensures you're equipped with the knowledge to not just survive, but truly thrive.
Podcast URL: https://www.servingseniorspodcast.com/
Sponsor Name: One Trust Home Loans
Sponsor URL: https://onetrusthomeloans.com/
NMLS Numbers: Matt Helton NMLS#178551 | OneTrust Home Loans NMLS #46375
Licensing Information: Loans Provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC NMLS #46375 (www.nmlsconsumeraccess.org); 3838 Camino del Rio N Suite 305, San Diego, CA 92108. Corporate phone (888) 488-3807. All products are not available in all states. All options are not available on all programs. All programs are subject to borrower and property qualifications. Rates, terms, and conditions are subject to change without notice. By refinancing your existing loan, your total finance charges may be higher over the life of the loan. (Reference: 10 VAC 5-160-60 (F))
Contact Number: (888) 488-3807
Social Media Links:
Hashtags: #HomeOwnership #FirstTimeHomeBuyer #ReverseMortgage #VeteranHomeLoans #RealEstateInvesting #MortgageTips #SeniorLiving #FinancialFreedom #RealEstateEducation #HomeEquity #RetirementPlanning #PropertyInvestment #BuyingAHome #SellingAHome #MortgageAdvisor #HomeLoanHelp #VAHomeLoan #AgingInPlace #InvestmentProperty #HomeFinancing #servingseniorspodcast #matthelton #onetrusthomeloans
Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.